Shireen Sharma (CRD# 6593362) is an Investment Advisor Representative working at Intirety, LLC in Bellevue, WA and has over 8 years of experience in the finance industry.
CRD# 6886032
Capital Partners Wealth Management
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Intirety, LLC | Bellevue, WA | Dec 2020 - Current | 3 |
Gwn Securities, Inc. | Palm Beach Gardens, FL | Oct 2018 - Dec 2020 | 2 |
Axa Advisors, LLC | New York, NY | Dec 2015 - Sep 2018 | 2 |
Thoracic & Cardiovascular Surgery | Yakima, WA | Sep 2015 - Nov 2015 | < 1 |
Unemployed | Yakima, WA | Jul 2015 - Aug 2015 | < 1 |
Sea Mar Community Health | Seattle, WA | Mar 2015 - Jun 2015 | < 1 |
Seattle University | Seattle, WA | Sep 2014 - Jun 2015 | < 1 |
Unemployed | Yakima, WA | Jul 2013 - Aug 2014 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Dec 2015 |
S66 | NASAA Uniform Combined State Law Examination | Sep 2018 |
- WA
-
Total Assets Under Management64MILLIONS
-
Total Number of Accounts900ACCOUNTS
-
Average Account Value$71,111
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, WA
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